- Bank of America (Palo Alto, CA)
- Financial Center Client Service Representative Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... their needs. * Has a minimum six months of client service experience in financial ... experience, has previously completed the Bank of America financial center internship program. * Can be… more
- Bank of America (Redwood City, CA)
- Senior Banker - Redwood Shore Financial Center Redwood City, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual… more
- Bank of America (Union City, CA)
- …Financial Solutions Advisor Registration Candidate- Consumer Investments- Union City Financial Center Union City, California **Job Description:** The ... become an investment specialist in one of over 4,000 financial center locations nationwide. From day one,...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (Alamo, CA)
- Financial Solutions Advisor - Consumer Investments - Alamo Financial Center Alamo, California **Job Description:** The following laws or regulations restrict ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (San Leandro, CA)
- …interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core ... demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met… more
- BMO Financial Group (San Ramon, CA)
- …referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one ... writing, editing and distributing communications. + Tracks collection of client service fees + Collaborates with internal...- $80,400.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary… more
- JPMorgan Chase (Fremont, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
- US Bank (Mountain View, CA)
- …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- JPMorgan Chase (Mountain View, CA)
- …JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service , operational marketing, and administrative support. You will play ... our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in… more
- Zions Bancorporation (Fremont, CA)
- …for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …adhere to visit standards defined in contract scopes of work. + Develop individual service plans with each client to meet the health, psychosocial, educational, ... Tiburcio Vasquez Health Center is a non-profit community health center...and parenting teens, adults and their families. + Monitor client progress to determine effectiveness of service … more
- Insight Global (San Jose, CA)
- …migrations. Demonstrated experience in managing complex, multi-site networking projects with service provider customers or large financial services enterprises ... years of experience to lead and manage large-scale data center migration projects for a leading data center...teams to ensure deployments align with best practices and client requirements. Ensure all project deliverables meet quality standards… more
- Bank of America (San Jose, CA)
- …Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training ... your key milestones, you will begin working in a financial center where you will help to...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Cisco (San Jose, CA)
- …through innovation and execution using technology solutions from Cisco. As a Client Executive, you will lead a team of Account Managers supporting Google's ... success, and you create a culture of accountability, innovation, and growth. Financial Performance - You exceed bookings goal and maintaining forecast accuracy;… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …the day-to-day supervision of care services. This position combines direct service with hands-on administrative responsibilities in support of all Clinical programs. ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- …the day-to-day supervision of care services. This position combines direct service with hands-on administrative responsibilities in support of all Clinical programs. ... to represent the programs/projects for the effective integration of multidisciplinary patient/ client services across multiple departments. Based on the discretion of… more
- Citigroup (Piedmont, CA)
- …position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall ... + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book...Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools… more
- Deloitte (San Jose, CA)
- …technology solutions spanning core, digital, data, analytics, cloud and AI. Deloitte's Financial Services Industry consulting practice is the largest in the world, ... with executive clients and sponsors. + Manage and deliver components of client engagements that identify, design, and implement technology and creative business… more
- Stanford University (Stanford, CA)
- … administration policies and practices that balance controls, compliance, and customer service . FMS is primarily responsible for financial policy oversight, ... Financial Analyst **Business Affairs: Financial Management...liaison to the hospitals and the Stanford Linear Accelerator Center (SLAC). The FMS work environment is grounded by… more
- SLAC National Accelerator Laboratory (Menlo Park, CA)
- … results into accurate forecast and business drivers, analyzing and managing service center cost and recovery, procurement subcontracts, evaluating controls and ... Financial Analyst 2 - FPD Job ID 6242...etc.). The ideal candidate is skilled in balancing customer service and support with controls and compliance. The Fundamental… more